David Vicini

David Vicini Email and Phone Number

Boise, ID, US
David Vicini's Location
San Francisco Bay Area, United States
About David Vicini

David currently is the President and Head of Credit for Sentinel Stone Financial, a merchant bank focused on real estate and business credit, and the CIO at Pinnacle Capital Securities, LLC, a member of FINRA/SIPC. In the past he an advisor for Neon Machine Inc/Shrapnel. He is also a partner in a winery located in Sonoma County's esteemed Russian River region.David acquired extensive expertise across diverse sectors. His multifaceted experience includes serving in investment banking, functioning as a CIO/CFO/COO, exploring the dynamic landscape of blockchain, leading business development initiatives, conducting comprehensive due diligence and capital structuring, and real estate investing. He also acted as a project manager for a Systems Integration firm and offered strategic guidance as a management consultant for various Consumer and Technology startups. Prior to entering the corporate world, David devoted ten years to serving in the U.S. Army and Army Reserves.David holds an MBA, a Bachelor of Science degree in Computer Science, has also obtained numerous real estate accreditations, a registered California Real Estate Broker, and FINRA registered series 7, 79, 82, 24, and 63. He is a Certified Merger & Acquisition Adviser (CM&AA), Certified Anti-Money Laundering Specialist (CAMLS), and a Certified AML Fintech Compliance Associate (CAFCA).

David Vicini's Current Company Details
Bastion Advisory Services LLC

Bastion Advisory Services Llc

View
Founder
Boise, ID, US
David Vicini Work Experience Details
  • Bastion Advisory Services Llc
    Founder
    Bastion Advisory Services Llc
    Boise, Id, Us
  • Pinnacle Capital Group
    Chief Investment Officer
    Pinnacle Capital Group
    Boise, Id, Us
  • Sentinel Stone Financial
    President And Coo
    Sentinel Stone Financial Nov 2023 - Present
    Boise, Idaho, United States
    Sentinel Stone is a veteran-owned merchant banking firm, focused on providing real estate and business finance solutions tailored for the lower market. Our expertise spans lending for real estate and business endeavors, complemented by our strategic role in originating SBA loans and multifamily agency loans with competitive rates. We pride ourselves on leveraging our deep industry knowledge to connect clients with the most advantageous financing options. At the heart of our operations is a… Show more Sentinel Stone is a veteran-owned merchant banking firm, focused on providing real estate and business finance solutions tailored for the lower market. Our expertise spans lending for real estate and business endeavors, complemented by our strategic role in originating SBA loans and multifamily agency loans with competitive rates. We pride ourselves on leveraging our deep industry knowledge to connect clients with the most advantageous financing options. At the heart of our operations is a commitment to integrity and precision, ensuring each client receives customized, strategic financial guidance. Reach out at dvicini@sentinel-stone.com or online at www.sentinel-stone.com. Show less
  • Marin Sonoma Impact Ventures
    Executive Network Member
    Marin Sonoma Impact Ventures Jan 2021 - Present
    San Francisco Bay Area
  • Pinnacle Capital Group
    Chief Investment Officer
    Pinnacle Capital Group Jul 2022 - Present
    Los Angeles Metropolitan Area
    Pinnacle Capital Securities, member FINRA/SIPC, is part of a larger multi-financial services complex of Broker Dealers and Wealth Management. Core focuses include Managing Broker Dealer services, and investments in Real Estate, Tech, Blockchain, Food & Beverage, and niche areas. FINRA Series 7, 79, 82, 24 and 63.
  • Pinnacle Capital Group
    Chief Operating Officer And Managing Director
    Pinnacle Capital Group Aug 2018 - Jul 2022
    Los Angeles Metropolitan Area
    COO and Managing Director of Real Estate and Technology.
  • Bastion Ventures Llc
    President
    Bastion Ventures Llc Sep 2005 - Present
    Boise, Idaho, United States
    Fintech, lending platforms, games, future of food, and real estate
  • Shrapnel
    Advisor - Cfo
    Shrapnel Sep 2021 - Oct 2023
  • Stealth Startup
    Chief Financial Officer/Chief Operating Officer
    Stealth Startup Apr 2021 - Oct 2023
    San Francisco Bay Area
    International operational holding company formed to leverage the opportunities arising in this era of tech-driven media transformation, acquiring platforms and applications developed from our global sources of deal flow and IP.
  • Trecini Winery
    Partner And Co-Founder
    Trecini Winery Jan 2005 - Oct 2023
    Santa Rosa, Ca
    "Damn good wines " located in the heart of the Russian River in Sonoma County. Gold medal Sauvignon Blanc, Merlot, Zinfandel and Pinot Noir wines from the Russian River and Rockpile appellations. Visit us at www.trecini.com.
  • Five 9 Securities, Llc
    Managing Director
    Five 9 Securities, Llc Jan 2017 - Aug 2018
    Greater Los Angeles Area
    Investment Bank and Registered Broker Dealer member of FINRA/SIPC. FINRA Series 7, 79, 82, 24 and 63 Core focus: Real Estate, Technology, Biomedical, Clean Technology, Food and Beverage, and Consumer Goods.
  • Aaron Capital, Inc.
    Managing Director
    Aaron Capital, Inc. Jan 2015 - Aug 2016
    Memphis, Tn
    Investment Bank and Registered Broker Dealer, member of FINRA/SIPC. Core Focus: Real Estate, Technology, Biomedical, and Clean Technologies. FINRA licensed 63, 79.
  • Jade Tree International, Llc
    Co-Founder
    Jade Tree International, Llc Jan 2013 - Jan 2015
    San Francisco, California, United States
    Specialized advisory firm offering bespoke financial architecture, cross-border transaction facilitation, strategic negotiation, and growth-oriented business development solutions tailored for global high-net-worth and ultra-high-net-worth investors seeking opportunities in the U.S. landscape.
  • Smartlink Systems, Inc.
    Chief Financial Officer
    Smartlink Systems, Inc. Jan 2005 - Oct 2010
    Numerous States
    Leading vending solutions provider with a presence across multiple states, pioneering next-generation, energy-efficient vending technologies that optimize spatial utilization and ensure superior hygiene and safety standards in dispensing.
  • Multiple Start Up Companies
    Management Consultant
    Multiple Start Up Companies Jan 1995 - Jan 2005
    California And Arizona
    Strategic advisor to an array of early-stage ventures, driving growth and operational excellence across sectors including technology, digital platforms, consumer goods, automotive, and both B2C/B2B verticals.
  • Us Army
    Officer
    Us Army Nov 1994 - Nov 2004
    Various
  • Fort Point Partners
    Senior Associate
    Fort Point Partners Jul 2000 - Nov 2001
    San Francisco, Ca
    Orchestrated the seamless integration of a leading Professional Services Automation solution, spearheaded vendor partnership dynamics, and collaborated closely with general counsel to optimize and review new sales proposal strategies.

David Vicini Education Details

Frequently Asked Questions about David Vicini

What company does David Vicini work for?

David Vicini works for Bastion Advisory Services Llc

What is David Vicini's role at the current company?

David Vicini's current role is Founder.

What schools did David Vicini attend?

David Vicini attended Arizona State University, University Of Phoenix.

Not the David Vicini you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.